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| Provider | Service type | Compensation |
|---|---|---|
BMO HARRIS BANK NA4+ years Filed as: BMO HARRIS BANK N.A. Service code 21 · EIN 36-2085229 | Bank Trustee | $109,898 |
LEE CPA AUDIT GROUP4+ years Filed as: LEE JOST & ASSOCIATES Service code 13 · EIN 39-1400101 | Contract Administrator | $16,955 |
FREYBERG HINKLE ET AL3 years Service code 10 · EIN 39-1531945 | Accounting | $10,400 |
QUARLES & BRADY LLP4+ years Service code 29 · EIN 39-0432630 | Legal | $7,499 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,785 | $60,396-17.6% | $83,831-40.6% | $75,289-33.9% |
| Participation rate | 96.4% | 80.7%+15.6pp | 76.1%+20.2pp | 72.4%+23.9pp |
| Annual return | -5.33% | 3.84%-9.2pp | 850.99%-856.3pp | -0.04%-5.3pp |
| Employer contribution / active EE | $469 | $3,343-86.0% | $3,631-87.1% | $2,405-80.5% |
| Participant deferral / active EE | $2,550 | $2,922-12.8% | $4,082-37.5% | $3,739-31.8% |
| Admin fee / account holder | $87 | $141-38.7% | $5,479-98.4% | $102-15.4% |